Willingdon Wealth Management’s Medtronic MDT Stock Holding History

Willingdon Wealth Management’s Portfolio MDT Stock Details MDT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	$35K	Sell	386 -36	-9%	-$3.83K	0.01%	159
2019 Q4	$48K	Hold	422	–	–	0.01%	176
2019 Q3	$46K	Buy	422 +36	+9%	+$3.76K	0.01%	177
2019 Q2	$38K	Hold	386	–	–	0.01%	187
2019 Q1	$35K	Hold	386	–	–	0.01%	200
2018 Q4	$35K	Hold	386	–	–	0.01%	201
2018 Q3	$38K	Hold	386	–	–	0.01%	225
2018 Q2	$33K	Hold	386	–	–	0.01%	207
2018 Q1	$31K	Buy	386 +325	+533%	+$26.8K	0.01%	192
2017 Q4	$5K	Buy	+61	New	+$4.88K	﹤0.01%	291

Other funds holding MDT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Willingdon Wealth Management's MDT Position: Q1 2020 in Review

Willingdon Wealth Management reduced its Medtronic (MDT) stake by 8.5% in Q1 2020, selling an estimated $3.83K and leaving 386 shares worth $35K. The position accounts for 0.01% of the portfolio, ranked #159.

Willingdon Wealth Management first reported a position in MDT in Q4 2017 and has held it in 10 quarters since. The position peaked at $48K in Q4 2019. 1,762 funds tracked by Wall St. Rank hold MDT as of Q1 2020.

Willingdon Wealth Management held 386 shares of Medtronic worth $35K as of Q1 2020.
Willingdon Wealth Management sold 36 Medtronic shares in Q1 2020, an estimated $3.83K.
Medtronic made up 0.01% of Willingdon Wealth Management's portfolio in Q1 2020, its #159 holding.
Willingdon Wealth Management first reported a position in Medtronic in Q4 2017 and has held it in 10 quarters since.
Willingdon Wealth Management's Medtronic position peaked at $48K in Q4 2019.
1,762 funds tracked by Wall St. Rank held Medtronic as of Q1 2020.

Based on Willingdon Wealth Management's 13F filing for Q1 2020, filed 21 Apr 2020.